With over 13 years of experience in financial services and investment management, Braydon is dedicated to delivering an elevated level of service to clients through regular capital market updates and detailed portfolio reviews.
Braydon and the team collaborate closely with a talented group of TD specialists, leveraging the full resources and expertise of TD Wealth and the TD Bank Group. Braydon's role is to develop fully integrated and comprehensive plans for high-net-worth clients by engaging the appropriate TD specialists when needed. This ensures clients benefit from specialized knowledge in areas such as investment management, estate planning, credit services, and insurance needs. This collaborative approach is essential to meeting clients' evolving needs – from wealth accumulation to preservation and intergenerational wealth transfer at every stage of life.
Braydon holds the Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®) designations offered through the Canadian Securities Institute.
As a Administrative Associate, I provide dedicated administrative and specialized support to you, our client, as well as the rest of the team. In my role, I act as the primary contact with regard to account administration and day to day client inquiries. I am committed to delivering legendary client experiences with courtesy, discretion and professionalism.
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.